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CU Life Workbench Modules

This content applies solely to Connected Underwriting Life, which must be purchased separately from the Appian base platform. This content was written for Appian 24.3 and may not reflect the interfaces or functionality of other Appian versions.

Introduction

The Appian Connected Underwriting (CU) Life Workbench offers pre-built integrations that provide the flexibility you need to extend the base application's capabilities to meet your specific use cases and business requirements. After integration, these add-on modules extend the functionalities of the CU Life Workbench to increase your team's productivity by reducing task time.

For example, would you like to automate case assignments to specific team members or groups help increase your team's productivity? The add-on modules that ship with the CU Life Workbench can help you do all of this and more.

Ready to begin? This guide provides a quick overview of all the benefits each productivity add-on module delivers, and how they can help you streamline your underwriting process. Unlock the full potential of CU Life Workbench and leverage Appian's productivity capabilities.

Productivity modules

Increase your team's productivity and efficiency by incorporating one or more of these modules with the CU Life Workbench.

MODULE DESCRIPTION USER(S) GET STARTED
Auto-Assignment Allow admins and underwriting managers to create business rules that automatically route new cases to the appropriate team.
  • Administrators
    • li>Underwriting Managers
 1. Install
2. Setup
End-User Reporting Create custom reports and dashboards using different data sources.
  • Underwriting Managers
  • Underwriters
    		 1. Install
    2. Setup
    Magnum Pure Use the rules engine to process and assess the risk for a new life insurance application.
    • Underwriting Managers
    • Underwriters
    		 1. Install
    2. Setup
    Scratchpad Use this tool to capture additional case notes directly in the CU Life Workbench.
    • Underwriting Managers
    • Underwriters
    		 1. Install
    2. Setup
    Tasking Create tasks and task blocks to streamline and centralize the creation of case workflows.
    • Administrators
    • Underwriter Managers
    		 1. Install
    2. Setup

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